6M

6 Meridian Portfolio holdings

AUM $1.37B
1-Year Est. Return 17.3%
This Quarter Est. Return
1 Year Est. Return
+17.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$957M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$8.08M
3
+$6.33M
4
SIXA icon
ETC 6 Meridian Mega Cap Equity ETF
SIXA
+$6.11M
5
BIIB icon
Biogen
BIIB
+$5.64M

Top Sells

1
+$6.67M
2
+$6.08M
3
+$5.51M
4
EXC icon
Exelon
EXC
+$5.06M
5
ACN icon
Accenture
ACN
+$4.46M

Sector Composition

1 Healthcare 4.89%
2 Consumer Staples 4.08%
3 Financials 2.86%
4 Technology 2.58%
5 Communication Services 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$332K 0.03%
26,149
-1,062
177
$323K 0.03%
+1,269
178
$322K 0.03%
11,597
-24,105
179
$319K 0.03%
6,466
-1,690
180
$317K 0.03%
+4,784
181
$314K 0.03%
37,431
-978
182
$313K 0.03%
+9,803
183
$308K 0.03%
42,795
+10,035
184
$306K 0.03%
23,385
-316
185
$301K 0.03%
+17,320
186
$301K 0.03%
18,289
-381
187
$301K 0.03%
86,087
+4,081
188
$299K 0.03%
12,440
-1,310
189
$298K 0.03%
3,157
+808
190
$296K 0.03%
9,780
-2,357
191
$295K 0.03%
7,209
-160
192
$295K 0.03%
+42,874
193
$293K 0.03%
+8,618
194
$293K 0.03%
22,988
-305
195
$285K 0.03%
+19,029
196
$284K 0.03%
+12,410
197
$282K 0.03%
+7,694
198
$281K 0.03%
3,748
-462
199
$279K 0.03%
6,652
-429
200
$274K 0.03%
23,637
-6
6 7
8
9 10